Civic Intelligence

Isas Group Benefits Trust

990 • Fiscal year 2013 • EIN 73-1366012

Sep 01, 2012 to Aug 31, 2013 • Filed on Apr 01, 2014

12712 Park Central DriveSuite 10075251
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$12,227,032

Flat from 2013

Net Assets

Flat

$9,351,165

Flat from 2013

Liabilities

Flat

$2,875,867

Flat from 2013

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$26,085,184

Flat from 2013

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2010: $9,926,070Liabilities 2010: $2,719,451Net Assets 2010: $7,206,6192010Assets 2011: $10,613,350Liabilities 2011: $2,846,710Net Assets 2011: $7,766,6402011Assets 2012: $9,661,406Liabilities 2012: $3,084,596Net Assets 2012: $6,576,8102012Assets 2013: $12,227,032Liabilities 2013: $2,875,867Net Assets 2013: $9,351,1652013Assets 2013: $12,227,032Liabilities 2013: $2,875,867Net Assets 2013: $9,351,1652013Assets 2014: $14,315,168Liabilities 2014: $2,443,324Net Assets 2014: $11,871,8442014Assets 2015: $13,408,071Liabilities 2015: $2,471,577Net Assets 2015: $10,936,4942015Assets 2016: $12,706,909Liabilities 2016: $2,487,333Net Assets 2016: $10,219,5762016Assets 2017: $19,363,124Liabilities 2017: $3,179,626Net Assets 2017: $16,183,4982017Assets 2018: $24,686,275Liabilities 2018: $3,457,645Net Assets 2018: $21,228,6302018Assets 2019: $27,571,148Liabilities 2019: $3,202,247Net Assets 2019: $24,368,9012019Assets 2020: $25,507,265Liabilities 2020: $4,082,802Net Assets 2020: $21,424,4632020Assets 2021: $25,237,505Liabilities 2021: $4,787,119Net Assets 2021: $20,450,3862021Assets 2022: $22,689,028Liabilities 2022: $5,598,585Net Assets 2022: $17,090,4432022Assets 2023: $20,986,933Liabilities 2023: $5,976,567Net Assets 2023: $15,010,3662023Assets 2024: $23,990,966Liabilities 2024: $7,403,066Net Assets 2024: $16,587,9002024

Highlighted filing

2013

Assets$12,227,032
Liabilities$2,875,867
Net Assets$9,351,165

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $21,807,1462010Expenses 2011: $24,599,1562011Expenses 2012: $27,370,8832012Expenses 2013: $26,085,1842013Revenue 2013: $28,909,748Expenses 2013: $26,085,184Net Income 2013: $2,824,5642013Revenue 2014: $27,786,269Expenses 2014: $25,265,590Net Income 2014: $2,520,6792014Revenue 2015: $28,529,924Expenses 2015: $29,465,275Net Income 2015: -$935,3512015Revenue 2016: $30,039,282Expenses 2016: $30,756,200Net Income 2016: -$716,9182016Revenue 2017: $30,989,761Expenses 2017: $25,025,839Net Income 2017: $5,963,9222017Revenue 2018: $30,224,396Expenses 2018: $25,179,264Net Income 2018: $5,045,1322018Revenue 2019: $30,560,366Expenses 2019: $27,609,028Net Income 2019: $2,951,3382019Revenue 2020: $28,365,378Expenses 2020: $31,568,151Net Income 2020: -$3,202,7732020Revenue 2021: $32,364,920Expenses 2021: $33,121,254Net Income 2021: -$756,3342021Revenue 2022: $35,908,613Expenses 2022: $38,794,241Net Income 2022: -$2,885,6282022Revenue 2023: $41,233,369Expenses 2023: $43,374,503Net Income 2023: -$2,141,1342023Revenue 2024: $47,003,123Expenses 2024: $45,589,995Net Income 2024: $1,413,1282024

Highlighted filing

2013

Revenue-
Expenses$26,085,184
Net Income-
Jump To
Filing Snapshot
Filing Period
Sep 1, 2012 to Aug 31, 2013
Signed
Apr 1, 2014
Return Version
2012v2.3
Gross Receipts
$32,620,069
Mission and Program Overview

Mission

Providing health and welfare benefits to eligible employees of participating employers, including claims payments and administration to approximately 3,800 employees and their dependents.

Filing and Contact Details

Filer

EIN
73-1366012
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IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear00
IRS990/OtherSalariesAndWages/Total00
IRS990/PartialLiquidation0false
IRS990/PaymentsToAffiliates/Total00
IRS990/PayrollTaxes/Total08655
IRS990/PensionPlanContributions/Total00
IRS990/PermanentlyRestrictedNetAssets/BOY00
IRS990/PermanentlyRestrictedNetAssets/EOY00
IRS990/PledgesAndGrantsReceivable/BOY00
IRS990/PledgesAndGrantsReceivable/EOY00
IRS990/PoliticalActivities0false
IRS990/PrepaidExpensesDeferredCharges/BOY03418
IRS990/PrepaidExpensesDeferredCharges/EOY05271
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0525100
IRS990/ProgramServiceRevenue/BusinessCode1525100
IRS990/ProgramServiceRevenueCY028862219
IRS990/ProgramServiceRevenue/Description0BENEFIT PREMIUMS
IRS990/ProgramServiceRevenue/Description1WITHDRAWAL FEE
IRS990/ProgramServiceRevenuePriorYear026060833
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome028861688
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome1531
IRS990/ProgramServiceRevenue/TotalRevenueColumn028861688
IRS990/ProgramServiceRevenue/TotalRevenueColumn1531
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReceivablesFromDisqualPersons/BOY00
IRS990/ReceivablesFromDisqualPersons/EOY00
IRS990/ReceivablesFromOfficersEtc/BOY00
IRS990/ReceivablesFromOfficersEtc/EOY00
IRS990/ReconcilationRevenueExpenses02824564
IRS990/ReconciliationUnrealizedInvest0-50209
IRS990/RegularMonitoringEnforcement0true

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$24.0$7.40$16.6$47.0$45.6$1.41
2023Detailed filing. Detailed filing data is available for this year.$21.0$5.98$15.0$41.2$43.4$2.14
2022Detailed filing. Detailed filing data is available for this year.$22.7$5.60$17.1$35.9$38.8$2.89
2021Detailed filing. Detailed filing data is available for this year.$25.2$4.79$20.5$32.4$33.1$0.76
2020Detailed filing. Detailed filing data is available for this year.$25.5$4.08$21.4$28.4$31.6$3.20
2019Detailed filing. Detailed filing data is available for this year.$27.6$3.20$24.4$30.6$27.6$2.95
2018Detailed filing. Detailed filing data is available for this year.$24.7$3.46$21.2$30.2$25.2$5.05
2017Detailed filing. Detailed filing data is available for this year.$19.4$3.18$16.2$31.0$25.0$5.96
2016Detailed filing. Detailed filing data is available for this year.$12.7$2.49$10.2$30.0$30.8$0.72
2015Detailed filing. Detailed filing data is available for this year.$13.4$2.47$10.9$28.5$29.5$0.94
2014Detailed filing. Detailed filing data is available for this year.$14.3$2.44$11.9$27.8$25.3$2.52
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.2$2.88$9.35$26.1
2013Summary only. Only limited summary data is available for this year.$12.2$2.88$9.35$28.9$26.1$2.82
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.66$3.08$6.58$27.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.6$2.85$7.77$24.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.93$2.72$7.21$21.8